The Affluent Segment Benchmark enables banks to understand their relative performance on the key drivers of revenue and efficiency and to identify and prioritize actions to increase profitability.
Why it's important
Banks’ ability to successfully compete in the mass affluent segment depends on their capabilities in acquiring customers, deepening and retaining relationships with existing customers, maximizing the productivity of their mass affluent advisors, and structuring their mass affluent service model to efficiently meet customer needs. The Affluent Segment Benchmark helps participants address critical questions on their segment performance such as:
Strength of customer relationships:
What the Affluent Segment Benchmark provides
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